Virtual Assistant & Personal Concierge for US Based Firm | 20AP Needed

Job Title: **Virtual Assistant & Personal Concierge**
Location: **Remote (Supporting Los Angeles, CA)**
Company: **Leading Wealth Management Firm**

**Overview:**
Join our esteemed Wealth Management Firm based in Los Angeles, CA, as a dynamic Virtual Assistant & Personal Concierge. This remote role is perfect for an organized, proactive individual ready to provide exceptional administrative support and bespoke concierge services to our executive team and their families.

**Key Responsibilities:**
– Efficiently handle administrative tasks, including managing the company phone line, crafting and sending Mail Merge emails, and arranging family travel.
– Lead and execute various remote administrative projects, ensuring precision and adherence to deadlines.
– Conduct thorough research for company purchases, evaluating potential suppliers and presenting recommendations to executives.
– Serve as a crucial link between the firm and external service providers, ensuring seamless communication.
– Deliver tailored concierge services, catering to the distinct needs and preferences of executives and their families.

**Required Skills & Qualifications:**
– Solid background in Administrative Assistance or related fields, with a proven track record of effectiveness and task management.
– Proficiency in Microsoft Office and Google Suite.
– Exceptional attention to detail, coupled with outstanding written and verbal communication abilities.
– Strong time management skills, with a flair for prioritizing tasks in a fast-paced environment.
– Ability to work autonomously in a remote setting, aligning with Pacific Time Zone business hours.
– Familiarity with the Wealth Management sector is an advantage.

**Examples of Engaging Projects:**
– Manage sourcing and procurement of promotional coffee mugs for client gifts, including vendor negotiation and payment coordination.
– Organize a family trip to Cabo, Mexico, handling everything from participant coordination to travel logistics and restaurant bookings.
– Optimize phone plans by reviewing current bills, exploring competitive offerings, and providing concise, informed recommendations.
– Execute client communication through Mail Merge, involving list consolidation, data deduplication, and use of Microsoft Word’s Merge tools.

**Application Process:**
Interested candidates should apply through the provided link and complete the accompanying assessment. A minimum score of 70% on the assessments is required for consideration.

Assessment Link: Click to view/before-to-do/fGtEdMnJ2yMuLxibef5bx4Ji3sDuhgI9NjlqBe0vdmaryGnuFD

*Note: This job description may evolve to align with the firm’s ongoing needs.*